- S-REITs have had a negative correlation of 0.59 against the S&P 500 Index. Thus, S-REITs could mean revert and register gains even as the S&P 500 falls over the next six months.
- Maintain OVERWEIGHT on S-REITs. Our preferred BUYs are CapitaLand Integrated Commercial Trust and Lendlease REIT for suburban retail, Digital Core REIT, Keppel DC REIT and Mapletree Industrial Trust for data centres, and Parkway Life REIT for healthcare, which are relatively less affected by the impact from tariffs.
Nasty Liberation Day a negative surprise.
- - Read this at SGinvestors.io -
- This new round of tariffs set the stage for trading partners to retaliate. The EU has warned of swift retaliation, including actions against services exports from big technology companies.
S-REITs are resolutely defensive.
- Read more at SGinvestors.io.
